AI case studies for PEs
AI for PEs that actually works is an invite-only, one-day gathering for private equity professionals who want to see real AI implementation — not slides full of promises.
On March 19th in NYC, 30 practitioners will come together for a half-day of honest case studies, hands-on workshops, and genuine peer conversation. Speakers from InvoiceLedger.com, Otomhq.com, Raylu.ai, Decidr.ai, ExChao.com, and Venable LLP will share what they've actually built and learned — covering everything from deal sourcing and revenue leakage to M&A due diligence and agentic operating systems.
This isn't a conference. It's a small room, real people, and candid dialogue about where AI is already moving the needle in private markets.
What's on the agenda:
AI-powered invoice automation and AR/AP strategy
Alpha creation and deal sourcing in private markets
Uncovering revenue leakage in B2B software
Building an agentic OS for portfolio companies
AI in M&A law and due diligence
Space is limited to 30 attendees by design. If you're in PE or adjacent space and want to stay ahead of how this technology is reshaping the investment lifecycle, this is the room to be in.
